Plan Snapshot
- Plan Sponsor: Percontee, INC.
- Sponsor EIN: 520564430
- Sponsor Address: 11900 TECH ROAD, SILVER SPRING, MD, 20904
- Plan Type: DC
- Total Participants: 179
- Total Assets: $24.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 179 | $24.4M | $715,889 | $1.2M |
| 2023 | 196 | $20.6M | $683,513 | $1.1M |
| 2022 | 146 | $17.4M | $438,888 | $662,770 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $29,238 | $27,174 | — | — | — |
| 2023 | $39,594 | $23,382 | — | — | — |
| 2022 | $54,254 | $23,509 | $30,745 | — | — |